China NEV: Extended Subsidies Vs. Oil Price Drop - Advantage Lower Oil Price
On 31st of March, the State Council announced an extension of NEV subsidy by 2 more years as a supportive policy on NEV sector. We believe it would...
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Shorts Target Hong Kong Real Estate
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 13 March 2020.Total short...
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China Auto: Stay with Conservative Players
Although China's active coronavirus cases reduced significantly since Mid-February, market fear of coronavirus has not abated to the same degree...
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A Few Thoughts On the 80% YoY Drop in Passenger Vehicle Sales Reported in Media Reports
According to media reports quoting the China Passenger Car Association (CPCA), February passenger vehicle sales fell by 80% without full details...
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EV Batteries Monthly: COVID 19 Risks; Panasonic-Tesla Gigafactory Profits & CATL Partners with Tesla
Highlights since our last monthly- ‘EV Battery Monthly: No Further Cut in Subsidies for NEVs in China Suggests Better Market Conditions’ are as...
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